Poehling Capital Management, INC.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Poehling Capital Management, INC. reported 153 stock positions worth $475.0 million. Its top holding was Fairfax Financial (FRFHF) at 6.7% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 6.0%) and Markel (MKL, 5.4%). Compared with Q4 2025, it opened 19 new positions, sold out of 7, added to 43 and reduced 63. The biggest buy was Salesforce (CRM, shares +235%) and the biggest sale Warner Bros Discovery (WBD, shares −94%).

Most Recent 13F
Q2 2026
Location
MADISON, WI
CIK
0001730815
Portfolio Value
$475.0M (Q1 2026)
SEC Filing
0001104659-26-046126 ↗ filed Apr 21, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $373.3M Q1 2024 Q2 2024: $365.4M Q2 2024 Q3 2024: $391.1M Q3 2024 Q4 2024: $406.5M Q4 2024 Q1 2025: $395.2M Q1 2025 Q2 2025: $428.1M Q2 2025 Q3 2025: $475.8M Q3 2025 Q4 2025: $488.7M Q4 2025 Q1 2026: $475.0M $475.0M Q1 2026 Q2 2026: $466.3M Q2 2026

Holdings 153 stocks · $475.0M
FRFHF Fairfax Financial Hldgs Ltd. 6.69% 18,649 $31.8M Add +2.2%
BRK.B Berkshire Hathaway Inc. Class B 6.02% 59,707 $28.6M Add +1.5%
MKL Markel Group Inc. 5.41% 13,433 $25.7M Add +1.6%
GOOG Alphabet Inc. Class C 3.88% 64,270 $18.4M Reduce -0.6%
SCHW Schwab (charles) Corp. 3.49% 176,250 $16.6M Reduce -0.1%
FISV Fiserv Inc. 2.64% 224,501 $12.5M Add +8.6%
AAPL Apple Inc. 2.51% 46,960 $11.9M Add +2.8%
PEP Pepsico Inc. 2.49% 76,129 $11.8M Add +8.2%
WFC Wells Fargo & Co. 2.31% 137,815 $11.0M Reduce -0.4%
CNNE Cannae Holdings Inc. 2.28% 954,190 $10.8M Add +46.4%
ALIMENTATION COUCHE-TA F CLASS A 2.16% 181,571 $10.3M Add +0.4%
VTRS Viatris Inc. 1.92% 674,632 $9.1M Reduce -0.4%
HSY The Hershey Co. 1.56% 35,547 $7.4M Reduce -3.1%
MA Mastercard Inc. Class A 1.52% 14,496 $7.2M Reduce -0.2%
DEO Diageo PLC-Sponsored ADR 1.52% 97,075 $7.2M Add +2.7%
C Citigroup Inc. 1.49% 62,384 $7.1M Reduce -0.0%
AMZN Amazon.com Inc. 1.48% 33,776 $7.0M Reduce -0.1%
BTI British American Tob-SP ADR 1.47% 119,580 $7.0M Reduce -0.5%
V Visa Inc. Class A 1.41% 22,178 $6.7M Reduce -0.3%
MSFT Microsoft Corp. 1.37% 17,579 $6.5M Add +1.9%
OXY Occidental Petroleum Corp. 1.35% 98,845 $6.4M Reduce -0.4%
IVZ Invesco Ltd. 1.29% 252,999 $6.1M Reduce -0.1%
MPC Marathon Petroleum Corp. 1.25% 24,220 $5.9M Reduce -0.5%
CRM Salesforce Inc. 1.24% 31,545 $5.9M Add +235.2%
MDT Medtronic PLC 1.16% 63,658 $5.5M Reduce -0.4%
PSKY Paramount Skydance Class B 1.15% 606,400 $5.5M Reduce -5.2%
JEF Jefferies Financial Group Inc. 1.07% 122,632 $5.1M Reduce -0.3%
AMG Affiliated Managers Group 1.06% 18,192 $5.0M Reduce -0.1%
PBR Petroleo Brasileiro-Spon ADR 1.05% 240,944 $5.0M Add +0.8%
JXN Jackson Financial Inc. Class A 1.04% 46,610 $4.9M Reduce -1.5%
BABA Alibaba Group Holding-SP ADR 1.02% 38,580 $4.8M Add +3.1%
AIG American International Group 1.00% 63,038 $4.7M Add +111.8%
TGT Target Corp. 1.00% 39,089 $4.7M Add +1.9%
MMM 3M Co. 0.99% 32,372 $4.7M Reduce -3.4%
GS Goldman Sachs Group Inc. 0.97% 5,427 $4.6M Reduce -0.4%
STZ Constellation Brands Inc. Class A 0.96% 30,453 $4.6M Add +0.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.95% 46,825 $4.5M Reduce -0.0%
JAZZ Jazz Pharmaceuticals PLC 0.90% 22,639 $4.3M Reduce -0.2%
NSRGY Nestle SA-Spons ADR 0.89% 42,802 $4.2M Add +67.1%
DINO HF Sinclair Corp. 0.87% 66,166 $4.1M Reduce -0.2%
META Meta Platforms Inc. Class A 0.82% 6,846 $3.9M Add +8.0%
SLB SLB Ltd. filed as SLB LIMITED 0.81% 74,949 $3.9M Add +65.1%
SCHX Schwab US Large-Cap ETF 0.77% 141,707 $3.6M Reduce -6.6%
KDP Keurig Dr Pepper Inc. 0.70% 125,420 $3.3M Add +0.8%
BMY Bristol-Myers Squibb Co. 0.69% 53,711 $3.3M Reduce -0.5%
ADBE Adobe Inc. 0.68% 13,234 $3.2M Add +1564.7%
CNC Centene Corp. 0.67% 97,055 $3.2M Add +0.5%
KKR KKR & Co. Inc. 0.61% 31,559 $2.9M No change
NVDA Nvidia Corp. 0.61% 16,687 $2.9M Add +17.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.60% 23,894 $2.8M Reduce -0.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.58% 56,407 $2.7M No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.56% 29,597 $2.7M Add +54.0%
TFC Truist Financial Corp. 0.56% 57,631 $2.6M Add +0.0%
CNH CNH Industrial NV 0.53% 229,889 $2.5M Reduce -0.1%
UNH Unitedhealth Group Inc. 0.52% 9,151 $2.5M Add +1.0%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.50% 33,274 $2.4M Reduce -38.3%
CTRA Coterra Energy Inc. 0.49% 65,937 $2.3M Add +0.3%
SPHR Sphere Entertainment Co. 0.47% 18,900 $2.2M Reduce -24.5%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.46% 22,451 $2.2M Add +1.0%
CARR Carrier Global Corp. 0.45% 38,270 $2.2M Reduce -0.5%
SVNDY Seven & I Holdings-Unspn ADR 0.44% 156,051 $2.1M Add +6.0%
MO Altria Group Inc. 0.43% 31,033 $2.0M Reduce -0.5%
NFLX Netflix Inc. 0.40% 19,790 $1.9M No change
GNRC Generac Holdings Inc. 0.40% 9,634 $1.9M Reduce -4.7%
FTI Technipfmc PLC 0.37% 25,108 $1.7M Reduce -2.8%
FDS Factset Research Systems Inc. 0.36% 7,877 $1.7M New
PSX Phillips 66 0.35% 9,123 $1.7M Reduce -0.8%
SHEL Shell PLC-ADR 0.33% 16,860 $1.6M Reduce -1.4%
KMB Kimberly-Clark Corp. 0.31% 15,190 $1.5M New
BDX Becton Dickinson and Co. 0.31% 9,290 $1.5M Add +12.5%
JNJ Johnson & Johnson 0.30% 5,835 $1.4M Reduce -0.0%
FBIZ First Business Financial Ser 0.29% 25,615 $1.4M Reduce -51.0%
BP BP PLC-Spons ADR 0.28% 28,216 $1.3M Reduce -0.3%
OGN Organon & Co. 0.28% 219,288 $1.3M Add +1.3%
BEN Franklin Templeton Inc. 0.27% 54,919 $1.3M Reduce -0.2%
EG Everest Group Ltd. 0.27% 3,918 $1.3M Add +1.4%
VYM Vanguard High DVD Yield ETF 0.26% 8,276 $1.2M No change
TAP Molson Coors Beverage Co. Class B 0.26% 28,419 $1.2M Add +44.8%
BKNG Booking Holdings Inc. 0.25% 286 $1.2M Add +24.4%
JPM JPMorgan Chase & Co. 0.25% 4,093 $1.2M Reduce -3.8%
KD Kyndryl Holdings Inc. 0.24% 88,056 $1.2M New
PFE Pfizer Inc. 0.22% 37,537 $1.1M Reduce -0.4%
BATRK Atlanta Braves Holdings in-C 0.21% 23,337 $996K New
GOOGL Alphabet Inc. Class A 0.21% 3,395 $976K Add +32.7%
FAST Fastenal Co. 0.19% 19,084 $885K Add +1.9%
USB US Bancorp 0.18% 16,884 $878K Reduce -0.2%
WBD Warner Bros Discovery Inc. 0.18% 31,146 $855K Reduce -93.6%
COST Costco Wholesale Corp. 0.18% 850 $847K Add +17.6%
DE Deere & Co. 0.17% 1,392 $784K No change
ACGL Arch Capital Group Ltd. 0.16% 8,089 $776K Add +2.3%
WMT Walmart Inc. 0.16% 5,934 $738K No change
LRCX Lam Research Corp. 0.15% 3,300 $705K No change
AMD Advanced Micro Devices 0.14% 3,386 $689K Add +26.3%
GEV GE Vernova Inc. 0.14% 3,599 $665K New
DXC DXC Technology Co. 0.14% 52,905 $665K Reduce -0.1%
XLE SS Energy Select Sector 0.14% 10,824 $663K Add +96.2%
ABBV Abbvie Inc. 0.13% 2,807 $610K Reduce -1.2%
MU Micron Technology Inc. 0.13% 1,766 $597K New
VOO Vanguard S&P 500 ETF 0.12% 955 $571K Reduce -1.4%
KLAC KLA Corp. 0.11% 527 $514K New
ITA iShares U.S. Aerospace & Def 0.11% 2,350 $514K No change
BHC Bausch Health Cos Inc. 0.10% 85,604 $462K Reduce -0.5%
RTX RTX Corp. 0.10% 2,382 $459K No change
MCD McDonald's Corp. 0.10% 1,454 $452K Add +0.1%
KWEB Kranesh Csi China Internet 0.09% 15,772 $448K Reduce -0.4%
CLX Clorox Company 0.09% 4,277 $443K Reduce -0.2%
SON Sonoco Products Co. 0.09% 8,135 $440K New
IEO iShares U.S. Oil & Gas Explo 0.09% 3,500 $437K No change
IJR iShares Core S&P Small-Cap E 0.09% 3,393 $422K No change
CRAK Vaneck Oil Refiners ETF 0.09% 8,397 $415K Reduce -1.1%
IWD iShares Russell 1000 Value E 0.09% 1,889 $404K No change
L Loews Corp. 0.08% 3,738 $399K No change
VTI VG Morningstar TS MKT ETF-US 0.08% 1,241 $398K Reduce -73.9%
AMAT Applied Materials Inc. 0.08% 1,150 $393K New
IAC/INTERACTIVECORP filed as IAC INC 0.08% 9,643 $386K Reduce -0.4%
CEG Constellation Energy 0.08% 1,336 $373K Add +6.5%
STUB Stubhub Holdings Inc. Class A 0.08% 59,745 $373K New
CBRL Cracker Barrel Old Country 0.08% 13,257 $373K Add +4.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.07% 541 $352K Reduce -1.1%
IWR iShares Russell Mid-Cap ETF 0.07% 3,588 $349K Reduce -4.3%
APO Apollo Asset Management Inc. 0.07% 3,077 $343K No change
XBI SS SPDR S&P Biotech ETF 0.07% 2,677 $342K Reduce -1.4%
AVGO Broadcom Inc. 0.07% 1,104 $342K No change
HD Home Depot Inc. 0.07% 1,022 $336K No change
CP Canadian Pac Railway 0.07% 4,000 $315K No change
PLTR Palantir Technologies Inc. Class A 0.06% 2,082 $305K Reduce -37.9%
FITB Fifth Third Bancorp 0.06% 6,320 $294K No change
BX Blackstone Inc. 0.06% 2,509 $289K Reduce -1.3%
WAT Waters Corp. 0.06% 962 $286K New
EEM iShares MSCI Emerging Market 0.06% 5,000 $284K New
XOM Exxon Mobil Corp. 0.06% 1,661 $282K New
ILMN Illumina Inc. 0.06% 2,222 $274K No change
IWF iShares Russell 1000 Growth 0.06% 642 $274K Reduce -60.7%
JCI Johnson Controls Internation 0.06% 2,019 $264K Reduce -4.7%
VXUS Vanguard Total Intl Stock 0.05% 3,370 $260K No change
CB Chubb Ltd. 0.05% 792 $258K Reduce -0.3%
PM Philip Morris International 0.05% 1,555 $257K No change
BLK BlackRock Finance Inc. 0.05% 259 $249K No change
VPU Vanguard Utilities ETF 0.05% 1,250 $248K No change
NEE Nextera Energy Inc. 0.05% 2,626 $244K No change
MGEE Mge Energy Inc. 0.05% 3,128 $242K No change
CSCO Cisco Systems Inc. 0.05% 3,071 $238K Reduce -0.1%
MTUM iShares MSCI USA Momentum Fa 0.05% 979 $235K No change
DECK Deckers Outdoor Corp. 0.04% 2,119 $212K New
BIIB Biogen Inc. 0.04% 1,144 $210K New
NUE Nucor Corp. 0.04% 1,215 $205K New
T AT&T Inc. 0.04% 6,942 $201K New
CGNT Cognyte Software Ltd. 0.03% 18,345 $149K Reduce -0.3%
GERN Geron Corp. 0.02% 76,201 $114K No change
PDYN Palladyne AI Corp. 0.02% 16,320 $99K New
RPD RAPID7 Inc. 0.02% 13,047 $72K Reduce -6.5%
SSP Ew Scripps Co./the-A filed as SCRIPPS E W CO OHIO 0.01% 17,726 $66K No change
ENVUE MEDICAL INC. 0.00% 10,000 $17K New

Portfolio Sells Q4 2025 → Q1 2026
WBD Warner Bros Discovery Inc. Reduce -93.6% 0.18% −2.67
EL Estee Lauder Companies Class A Reduce -38.3% 0.50% −0.65
PSKY Paramount Skydance Class B Reduce -5.2% 1.15% −0.60
JEF Jefferies Financial Group Inc. Reduce -0.3% 1.07% −0.49
SBUX Starbucks Corp. Sold out 0.00% −0.39
WFC Wells Fargo & Co. Reduce -0.4% 2.31% −0.33
FBIZ First Business Financial Ser Reduce -51.0% 0.29% −0.29
GOOG Alphabet Inc. Class C Reduce -0.6% 3.88% −0.27
VTI VG Morningstar TS MKT ETF-US Reduce -73.9% 0.08% −0.24
V Visa Inc. Class A Reduce -0.3% 1.41% −0.19
MA Mastercard Inc. Class A Reduce -0.2% 1.52% −0.17
DIS The Walt Disney Co. Reduce -0.0% 0.95% −0.14
SCHW Schwab (charles) Corp. Reduce -0.1% 3.49% −0.12
AMZN Amazon.com Inc. Reduce -0.1% 1.48% −0.12
MMM 3M Co. Reduce -3.4% 0.99% −0.11
IWF iShares Russell 1000 Growth Reduce -60.7% 0.06% −0.10
MDT Medtronic PLC Reduce -0.4% 1.16% −0.09
FN Fabrinet Sold out 0.00% −0.08
SCHX Schwab US Large-Cap ETF Reduce -6.6% 0.77% −0.07
IVZ Invesco Ltd. Reduce -0.1% 1.29% −0.07
PLTR Palantir Technologies Inc. Class A Reduce -37.9% 0.06% −0.06
HHH Howard Hughes Holdings Inc. Sold out 0.00% −0.05
APP AppLovin Corp. Class A Sold out 0.00% −0.05
IEFA iShares Core MSCI Eafe ETF Sold out 0.00% −0.04
VHT Vanguard Health Care ETF Sold out 0.00% −0.04
RPD RAPID7 Inc. Reduce -6.5% 0.02% −0.03
JPM JPMorgan Chase & Co. Reduce -3.8% 0.25% −0.03
BHC Bausch Health Cos Inc. Reduce -0.5% 0.10% −0.03
SPHR Sphere Entertainment Co. Reduce -24.5% 0.47% −0.02
BX Blackstone Inc. Reduce -1.3% 0.06% −0.02
DXC DXC Technology Co. Reduce -0.1% 0.14% −0.02
KWEB Kranesh Csi China Internet Reduce -0.4% 0.09% −0.02
AMG Affiliated Managers Group Reduce -0.1% 1.06% −0.01
GS Goldman Sachs Group Inc. Reduce -0.4% 0.97% −0.01
SABR Sabre Corp. Sold out 0.00% −0.01
ABBV Abbvie Inc. Reduce -1.2% 0.13% −0.00
VOO Vanguard S&P 500 ETF Reduce -1.4% 0.12% −0.00
CGNT Cognyte Software Ltd. Reduce -0.3% 0.03% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.1% 0.07% −0.00
C Citigroup Inc. Reduce -0.0% 1.49% −0.00
IWR iShares Russell Mid-Cap ETF Reduce -4.3% 0.07% −0.00
USB US Bancorp Reduce -0.2% 0.18% +0.00
CSCO Cisco Systems Inc. Reduce -0.1% 0.05% +0.00
CB Chubb Ltd. Reduce -0.3% 0.05% +0.00
JCI Johnson Controls Internation Reduce -4.7% 0.06% +0.00
IAC/INTERACTIVECORP Reduce -0.4% 0.08% +0.00
BEN Franklin Templeton Inc. Reduce -0.2% 0.27% +0.00
XBI SS SPDR S&P Biotech ETF Reduce -1.4% 0.07% +0.00
CLX Clorox Company Reduce -0.2% 0.09% +0.00
JXN Jackson Financial Inc. Class A Reduce -1.5% 1.04% +0.01

Portfolio Buys Q4 2025 → Q1 2026
CRM Salesforce Inc. Add +235.2% 1.24% +0.73
ADBE Adobe Inc. Add +1564.7% 0.68% +0.62
AIG American International Group Add +111.8% 1.00% +0.48
PBR Petroleo Brasileiro-Spon ADR Add +0.8% 1.05% +0.47
SLB SLB Ltd. Add +65.1% 0.81% +0.45
PEP Pepsico Inc. Add +8.2% 2.49% +0.42
NSRGY Nestle SA-Spons ADR Add +67.1% 0.89% +0.38
FDS Factset Research Systems Inc. New 0.36% +0.36
KMB Kimberly-Clark Corp. New 0.31% +0.31
KD Kyndryl Holdings Inc. New 0.24% +0.24
TGT Target Corp. Add +1.9% 1.00% +0.23
BATRK Atlanta Braves Holdings in-C New 0.21% +0.21
CNNE Cannae Holdings Inc. Add +46.4% 2.28% +0.19
TROW T Rowe Price Group Inc. Add +54.0% 0.56% +0.16
ALIMENTATION COUCHE-TA F CLASS A Add +0.4% 2.16% +0.14
GEV GE Vernova Inc. New 0.14% +0.14
CTRA Coterra Energy Inc. Add +0.3% 0.49% +0.13
MU Micron Technology Inc. New 0.13% +0.13
KLAC KLA Corp. New 0.11% +0.11
STZ Constellation Brands Inc. Class A Add +0.6% 0.96% +0.11
SON Sonoco Products Co. New 0.09% +0.09
XLE SS Energy Select Sector Add +96.2% 0.14% +0.09
AMAT Applied Materials Inc. New 0.08% +0.08
STUB Stubhub Holdings Inc. Class A New 0.08% +0.08
TAP Molson Coors Beverage Co. Class B Add +44.8% 0.26% +0.07
NVDA Nvidia Corp. Add +17.4% 0.61% +0.07
WAT Waters Corp. New 0.06% +0.06
EEM iShares MSCI Emerging Market New 0.06% +0.06
XOM Exxon Mobil Corp. New 0.06% +0.06
COST Costco Wholesale Corp. Add +17.6% 0.18% +0.05
DECK Deckers Outdoor Corp. New 0.04% +0.04
BIIB Biogen Inc. New 0.04% +0.04
NUE Nucor Corp. New 0.04% +0.04
T AT&T Inc. New 0.04% +0.04
GOOGL Alphabet Inc. Class A Add +32.7% 0.21% +0.04
FAST Fastenal Co. Add +1.9% 0.19% +0.03
AMD Advanced Micro Devices Add +26.3% 0.14% +0.03
PDYN Palladyne AI Corp. New 0.02% +0.02
CBRL Cracker Barrel Old Country Add +4.9% 0.08% +0.01
SJM The JM Smucker Co. Add +1.0% 0.46% +0.01
SVNDY Seven & I Holdings-Unspn ADR Add +6.0% 0.44% +0.01
ACGL Arch Capital Group Ltd. Add +2.3% 0.16% +0.01
MCD McDonald's Corp. Add +0.1% 0.10% +0.00
ENVUE MEDICAL INC. New 0.00% +0.00
BKNG Booking Holdings Inc. Add +24.4% 0.25% +0.00
EG Everest Group Ltd. Add +1.4% 0.27% +0.00
CEG Constellation Energy Add +6.5% 0.08% −0.01
KDP Keurig Dr Pepper Inc. Add +0.8% 0.70% −0.02
BDX Becton Dickinson and Co. Add +12.5% 0.31% −0.02
TFC Truist Financial Corp. Add +0.0% 0.56% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 166$466.3MBRK.B, MKL, GOOG, SCHW, CNNE
Q1 2026 153$475.0MFRFHF, BRK.B, MKL, GOOG, SCHW
Q4 2025 141$488.7MFRFHF, BRK.B, MKL, GOOG, SCHW
Q3 2025 136$475.8MFRFHF, BRK.B, MKL, WBD, SCHW
Q2 2025 135$428.1MFRFHF, BRK.B, MKL, CNNE, SCHW
Q1 2025 131$395.2MBRK.B, FRFHF, MKL, CNNE, SCHW
Q4 2024 135$406.5MBRK.B, FRFHF, MKL, AAPL, CNNE
Q3 2024 134$391.1MBRK.B, FRFHF, MKL, AAPL, CNNE
Q2 2024 130$365.4MBRK.B, FRFHF, MKL, AAPL, CNNE
Q1 2024 128$373.3MBRK.B, FRFHF, MKL, CNNE, SCHW